iShares S&P MidCap 400 Value Index shares owned by American Trust
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by American Trust
from 13F filings
Historical chart of American Trust investment in iShares S&P MidCap 400 Value Index
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All positions including iShares S&P MidCap 400 Value Index held by American Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by American Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 9.3k | 123.62 |
| 2024-06-30 | $1.1M | 9.4k | 113.46 |
| 2024-03-31 | $1.7M | 14k | 118.29 |
| 2023-12-31 | $1.8M | 16k | 114.04 |
| 2023-09-30 | $1.6M | 16k | 100.93 |
| 2023-06-30 | $1.8M | 17k | 107.13 |
| 2023-03-31 | $1.8M | 17k | 102.77 |
| 2022-12-31 | $2.2M | 22k | 100.80 |
| 2022-09-30 | $1.5M | 17k | 90.01 |
| 2022-06-30 | $2.4M | 26k | 94.43 |
| 2022-03-31 | $2.3M | 21k | 109.66 |
| 2021-12-31 | $1.8M | 16k | 110.68 |
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